MedRight Nursing Home Scheduling System User Manual
Contents
1. Choose Y to include patient comments on the report Choose Room to sort patients by room within Division Wing amp Floor or Name to sort patients alphabetically within Division Wing amp Floor Choose Y to include an area near the bottom of the report for recording last minute orders Note that this option is not available if format 5 or 6 is selected on the Set Preferences screen Choose Y to print a report showing the number of patients drawn by date by client The summary report will appear at the end of the patient detail report Choose N to skip the summary report or ONLY to print only the summary without the patient detail The Requisition Summary is a companion report to the scheduled test requisitions In addition to providing the nursing home with advance notice of the patients to be drawn it serves as a convenient easy to read phlebotomy draw log When a substitute date is printed only the requisitions are affected The patient s test order will still show the original draw date Page 53 TESTING SUMMARY Location Main Menu Testing Summary MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Ent obs d Other Prompts All or Selected Patients If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients All or Selected Clients If only specific clients are to be2. Enter the patient s private insurance policy number up to 15 characters Enter the patient s private insurance group number up to 15 characters Enter the patient s category number up to 15 characters Enter the license number of the attending physician up to 15 characters Choose 1 if the patient is the insured 2 if the patient is the insured s spouse 3 if the patient is the insured s child or 4 for any other relationship Enter the last name of the insured party up to 20 characters Enter the first name of the insured party up to 15 characters The Show All Patients for Client button will display a list of patients existing in the database for the specified client Page 33 The Duplicate Patient SmartCheck button displays a list of patients in the database for the specified client having similar sounding names and the same birth date Enter the patient name client and birth date prior to running SmartCheck The Show Draw Schedule button displays a list of scheduled draw dates for the patient The date range displayed covers the previous 2 months and future 6 months The Note button displays any notes entered for the client on the client entry screen Use standard abbreviations for Division Wing and Floor entries Reports are sorted based on these fields so that they may be easily separated for distribution to nursing stations Inconsistent use of abbreviations will result in
3. The W cycle is used to enter weekly cycle orders which are to be performed on multiple days of the week When selected the user is prompted to indicate the days of the week on which the order is to be drawn MedRight uses this information to automatically create multiple weekly test order records for the patient Examples To schedule Enter a test Unit Daily 1 D Every 3 days 3 D Weekly 1 W Page 36 Notes Every 2 weeks 2 W Every 2 months 2 M Every year 1 Y One time only 1 T Every 2 weekson 2 W Mon amp Thurs M Th ICD9 Enter one or more ICD9 codes to support the test order separated by a space Up to 60 characters may be entered If no diagnosis is known leave blank The Show Draw Schedule button displays a list of scheduled draw dates for the patient The date range displayed covers the previous 2 months and future 6 months Enter the Every and Unit to correspond EXACTLY to the physician orders Do not interpret the orders since this destroys the audit trail and places the laboratory and client at risk A test entered with monthly 1M frequency is not the same as one scheduled every 4 weeks 4W A 1M test is scheduled 12 times per year while a 4W test is scheduled 13 times Only tests with an Every Unit of D W or T may have a start date during the 5th week of a month The End Date will be preloaded based on the settings in the Compliance Settings option
4. one or more desired clients Notes Page 64 MASTER PATIENT LIST Location Main Menu Patient List 4 03 0 Datin Othe Patient Entry a rsonal Reminders Purge Old Order hange Password Purge Old Comme zl Fix Databases v Setup Menu Exit EI Preview Print Exit Prompts Sort By Choose the desired sort order All or Selected Patients If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Limit to Patients With Order For Choose one or more tests to limit patients to be printed to only those with an order for the specified tests Page 65 Test Order Cycle Doctor Name Containing Insurance Containing Enter a test cycle to limit patients to only those containing one or more test orders with that cycle Enter a name to limit patients to only those where the specified characters exist in the physician name field Enter insurance information to limit patients to only those where the specified characters exist in any of the Medicare Medicaid or private insurance fields To include all Medicare or Medicaid patients enter the word MEDICARE or MEDICAID Notes In addition to the patient number name location and physician name the report identifies the patient s test order status ACT
5. Entry of ICD9 codes is optional However if an entry is made the system will validate the entries to ensure they are valid ICD9 codes Further if the system has been instructed to do so the medical necessity of the test order will be validated for Medicare patients To discard an addition or change click QUIT before completing the test order line It is recommended that test orders not be deleted unless entered by accident Rather enter an End Date for the order Once a test is deleted the system no longer remembers that it existed Therefore any reports which show the patient s historical test schedule will be inaccurate Page 37 Likewise itis recommended that test orders cycles not be changed unless entered by accident If the physician changes the frequency with which a test is to be performed enter an End Date for the existing order and then add a new order with the new cycle This ensures the ability to produce an accurate historical test schedule and maintains an accurate audit trail When ordering an EZOrder Panel the order explodes into the panel s component tests with each component appearing as a separate test order At no time does the EZOrder test actually appear as an order for the patient Page 38 The Full Term Order flag is useful when the test order s length of term as defined by the start and end dates is not a full 6 12 months but the order is to be included on an Expiring Test Order r
6. If only patient orders for specific clients are to be deleted choose Selected Clients and highlight one or more desired clients Delete orders with END Enter the date to be used in identifying DATE prior to orders considered outdated This date is matched against the End Date entered for each patient test order Notes Once deleted orders cannot be recovered Ensure that the correct End Date and Client information is entered IT IS STRONGLY RECOMMENDED THAT OF THE SYSTEM BE MADE PRIOR TO DELETING OLD TEST ORDERS Page 42 DELETE OUTDATED DATE SPECIFIC COMMENTS Location Main Menu Delete Old Comments MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Entry Prompts All or Selected Clients If only comments for specific clients are to be deleted choose Selected Clients and highlight one or more desired clients Delete comments for Enter the date to be used in identifying dates prior to comments considered outdated This date is matched against the date entered for each patient date specific comments Notes Once deleted comments cannot be recovered Ensure that the correct Date and Client information is entered Page 43 IT IS STRONGLY RECOMMENDED THAT A BACKUP OF THE SYSTEM BE MADE PRIOR TO DELETING OLD COMMENTS Page 44 DELETE OUTDATED AUDIT RECORDS Location Main Menu Setup Menu View Test Order Audits MedRight Nursing Home Schedul
7. Unit ES To locate a specific patient enter all or part of the patient s name or code then press FIND Scroll through patients by pressing the PREV and NEXT buttons If the last FIND was performed on a patient name PREV and NEXT scroll alphabetically otherwise the scroll is by patient code To add a new order click ADD To edit reinstate or delete a specific test order click on the order in the displayed list then click the desired action EDIT REINSTATE DELETE The EZADD option is designed to facilitate entry of multiple test orders with the same starting amp ending dates cycle and diagnosis When this option if chosen MedRight preloads these fields based on the most recently added order for the patient Page 35 Prompts Test Code Start Date End Date Full Term Order Every Unit Enter the code of the test to be performed Enter the first date on which the test is to be performed Enter the date on which the test order is to be stopped Check this box if the order is to be treated as a maximum length order even though the end date is less than 6 12 months from the start date These 2 fields define the frequency with which the test is to be performed The cycle indicates how cycle units are to pass between tests The cycle unit indicates the time period Valid cycle units are Daily Weekly Weekly Monthly Yearly 1 Time Order lt lt gt gt gt 8
8. comma As noted in Allow Division above As noted in Division Valid Entries above For each day of the week choose Y if test orders are allowed to start on this day or N to prevent test orders from starting on this day Choose O to warn the operator that test orders should not start on this day but allow the restriction to be overridden Choose F to only allow Fasting orders to start on this day Enter up to 26 test codes which will appear on the client requisitions Page 12 Client Notes Enter an unlimited number of notes concerning client Notes Client comments are automatically copied to the patient comment field when entering a new patient Client notes may be displayed from the patient and test order screens Page 13 ADD or CHANGE PHYSICIAN INFORMATION Location Main Menu Setup Menu Physician Entry To locate a specific physician enter all or part of the physician s name then press FIND Scroll through physicians by pressing the PREV and NEXT buttons Click ADD to add a new physician Prompts Physician Information Enter the client name and other information up to 50 characters Client Enter the 10 character client number Notes Physician entries may be displayed from the patient entry screen However unlike clients and tests a physician DOES NOT need to be set up prior to entry on a patient screen Refer to Update Home Care to update a MedRight Home Care Scheduling
9. or CHANGE REQUISITION DRAW FEES Location Main Menu Setup Menu Set Preferences MedRight Nursing Home Scheduling Version 4 03 02 System Preferences HEE Prompts Code Enter draw fee test code up to 10 characters Name Enter draw fee name associated with code up to 30 characters Notes Draw fees are printed on all requisitions Settings are saved automatically when the EXIT button is pressed Page 26 ENTER or CHANGE COMPLIANCE SETTINGS Location Main Menu Setup Menu Set Preferences MedRight Nursing Home Scheduling Version 4 03 02 5 System Preference Find Edit Add Save Delete amp File Locations CAMEDRIGHTINHSDATA Chang CAMEDRIGHTINHSWORK 0 0 User Codes 0 5 0 Prompts Check Diagnosis Choose Y if the system is to check the validity of ICD9 codes for test orders Check Medicare Choose Y if the system is to verify the medical necessity of Medicare orders Apply Medicare Rules Choose Y if the system is to verify To All Patients medical necessity regardless of insurance type ICD9 Codes to be Choose Y if ICD9 codes will be entered with a decimal point or N to enter ICD9 codes without decimal points Limit Duration of Enter the maximum number of months for which standing orders may be entered either 6 or 12 Page 27 Notes Location of patient data Enter the DOS or UNC path which identifies the location of a shared Me
10. printed choose Selected Clients and highlight one or more desired clients Include Test Orders Enter the first and last dates for which for Dates orders are to be printed Include Comments Choose Y to include patient comments on the report Notes Page 54 EXPIRING TEST ORDERS Location Main Menu Expiring Test Orders MedRight Nursing Home Scheduling Version 4 01 04 Patient Ent Other Prompts All or Selected Patients All or Selected Clients Include Test Orders for Dates Include Test Orders Less Than Months Duration If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Enter the first and last dates for which requisitions are to be printed Choose Y to include testing which was not ordered for the maximum duration allowed by the Medicare compliance setting Page 55 Notes Include 1 Time Orders Choose Y to include 1 time orders otherwise choose N Both report and letter formats are available Test orders entered with the Full Term box checked will always be included if the order s end date falls with the specified date range Test orders which have been reinstated are automatically excluded from this report by MedRight Page 56 Location PATIENT SETUP SH
11. system with this system s physician information Page 14 ADD or CHANGE TESTS Location Main Menu Setup Menu Test Entry MedRight Nursing Home Scheduling Version 4 03 02 E Test Information Find Save Delete Lex To locate a specific test enter all or part of the test s name or code then press FIND Scroll through tests by pressing the PREV and NEXT buttons If the last FIND was performed on a test name PREV and NEXT scroll alphabetically otherwise the scroll is by test code Click ADD to add a new test Prompts Test Code Enter the test code up to 10 characters in length Make EZOrder Panel Check box to create an EZOrder Panel test Test Name Enter the test name up to 30 characters Fasting Specimen Enter Y if the test requires a fasting specimen S if fasting is suggested or Page 15 Notes N if no fasting is required Optionally enter the number of fasting hours required Reminder Call The requisition summary report has the option to only include tests where the Reminder Call is Y This allows customer service staff to contact a patient to remind them of draw appointment such as an afternoon Glucose Test Note Enter an optional note up to 60 characters Test Group Enter an optional test group up to 1 character When scheduled requisitions are printed tests for a single patient are printed on separate requisition forms according to their group CPT4 Codes
12. EET Main Menu Setup Sheet MedRight Nursing Home Scheduling Version 4 01 04 Prompts Notes MedRight Main Menu Patient Ent J Other All or Selected Patients If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Last Changed From To limit printing to only those patients whose information was updated within a particular period of time enter the start and end dates Otherwise leave blank This report serves as a easy method of confirming patient changes with the client Page 57 CLIENT LABELS Location Main Menu Client Labels MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Entry Prompts Sort By Choose desired sort order All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Notes MedRight uses a label format compatible with the Avery 5160 Page 58 Location PATIENT LABELS Main Menu Patient Labels MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Prompts Notes Patient Ent Other All or Selected Patients All or Selected Clients Only Include Queued Patients Number of labels Per Patient If onl
13. Enter up to 10 CPT4 codes associated with this test code EZOrder Panel Enter up to 10 regular test codes which Components define this EZOrder panel Test notes will be printed on requisitions and can be used to store specimen collection information or to identify the components of the test Use the test group feature to specify tests which should appear on a requisition form by themselves For example to cause MedRight to print 4pm Glucose tests onto a separate requisition from the patient s morning CBC test enter a different group for the 4pm Glucose than that used for the CBC The CPT4 codes are used to associate a patient s test orders with the valid ICD9 codes when determining whether the order complies with Medicare medical necessity rules Create EZOrder Panels for frequently ordered combinations of individually ordered tests to streamline the laboratory s operations Page 16 When ordering tests for a patient any order for an EZOrder panel test explodes into its component tests with each component appearing as a separate test order At no time does the EZOrder test code appear as an actual order for the patient Refer to Update Home Care to update a MedRight Home Care Scheduling system with this system s test information Page 17 UPDATE MEDICAL NECESSITY TABLE Location Main Menu Setup Menu Medical Necessity Table MedRight Nursing Home Scheduling Version 4 01 To locate a spec
14. MedRight Nursing Home Scheduling System Version 4 05 Featuring Medicare Compliance amp SmartCheck Technology User Manual e Gjscttware Inventors Ltd Copyright 1993 2010 by Software Inventors Ltd Post Office Box 551 Springville NY 14141 SPECIAL NOTICE Medical Necessity amp ICD9 Data It is strongly recommended that the CPT4 ICD9 Reference Report be reviewed for accuracy with respect to your laboratory s Medicare requirements This information is utilized by MedRight when determining the medical necessity of Medicare orders Contact Software Inventors if you require assistance to update this data Software Inventors makes no warranty express or implied with respect to the accuracy of the CPT4 and ICD9 data included with MedRight Year 2000 Software Inventors has tested MedRight to verify its operation in the year 2000 and beyond We have found the system to operate properly and produce accurate patient schedules In addition the vendor of the computer language in which MedRight is written has indicated that the system will operate properly through the year 2100 Software Inventors however makes no warranty express or implied with respect to the accuracy of MedRight in the year 2000 or beyond Itis strongly recommended that you test the system s performance to ensure its proper operation and accuracy for your purpose Section 1 Section 2 Section 3 Section 4 Section 5 CONTENTS Introduction Getti
15. One or more active orders exist EXP All test orders have expired NO No test orders exist for the patient Page 66 MASTER CLIENT LIST Location Main Menu Client List MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Entry Mods ROOMS reas Prompts Sort By Choose the desired sort order All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Notes Page 67 MASTER PHYSICIAN LIST Location Main Menu Physician List MedRight Nursing Home Scheduling Yersion 4 01 04 MedRight Main Menu Patient Entry cete XODOIS Prompts Sort By Choose the desired sort order Only From Through To limit the report to a range of clients names enter starting and ending clients names Notes Page 68 MASTER TEST LIST Location Main Menu Test List MedRight Nursing Home Scheduling Yersion 4 01 04 MedRight Main Menu Patient Entry ROPOMS oam Prompts Sort By Choose the desired sort order Only From Through To limit the report to a range of names codes enter starting and ending names codes Only without CPT4 Choose Y to include only tests where Code no CPT4 codes have been entered Notes Page 69 CPTA ICD9 CROSS REFERENCE Location Main Menu CPTA ICD9 Reference MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patien
16. Physician List A list of all physicians in the system CPT4 ICD9 Cross Reference Provides a cross reference report of all CPT4 codes and their associated Medicare medical necessity ICD9 codes May also be printed to all ICD9 codes identifying their associated CPT4 codes MedRight reports can be generated for any period of time past or future and can be reproduced as often as required Additionally any report can be previewed on the screen allowing the option to select only specific pages for printing Page 49 Location Prompts PATIENT REQUISITIONS Scheduled Tests Main Menu Scheduled Requisitions Patient Entr All or Selected Patients All or Selected Clients Include Test Orders for Dates On Reqs for Print This Date Instead If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Enter the first and last dates for which requisitions are to be printed To print a substitute date for a specific date enter the date to be changed and the substitute date This allows requisitions which fall on a holiday to be Page 50 Notes printed with the substitute draw date instead For patients with an entry in the Medicare field the requisition will include an Advanced Beneficiary Waiver Notice as required by Medi
17. Right Setup Menu Master File Entry Security Client Entry Purge Client Extract Client Merge Client For a Client BEST LONG TERM CARE 000000 n Medical Necessity Set Preferences ICD9 Codes Main Menu Physician Entry Copy extracted data to cAMEDRIGHTINHSDATAS a Prompts Client Select the desired client from the list Copy Extracted Data to Enter the path of the folder where the extracted files should be placed Notes The extract function does not remove the patients from The MedRight Nursing Home Scheduling System Rather it simply copies the patient demographic billing test order and date specific comment information to a series of files The file names and location are displayed when processing is completed The original patient information remains intact Page 77 The extracted patient information is stored in a series of 4 files All 4 files are required to merge the patients into another MedRight system Page 78 MERGE ALL PATIENT INFORMATION FOR A CLIENT Location Main Menu Setup Menu Merge Client MedRight Nursing Home Scheduling Version 4 01 04 MedRight Setup Menu Master File Entry Security Other BEST CARE NURSING HOME CAMEDRIGHTINHSDATA Prompts Client Select the desired client from the list Location of Files to Enter the path of the folder containing be Merged the 4 files created by the Extract Client function Add or Replace Choose A to add
18. a confusing sort order For example the system regards the South wing as different from the S wing and Will sort reports incorrectly for the client Use the client setup screen to specif whether these fields can be entered for a patient along with valid entries The client entry screen provides options to allow require or prevent entry of Division Wing and Floor Optionally valid phrases for each may be defined If a comment was entered on the client entry screen it will be preloaded into the Report Comments field when adding a new patient If a Medicare is entered for the patient requisitions printed for that patient will include an Advanced Beneficiary Waiver Notice if that option was chosen in the Form Specs option of the Setup Menu The Reminder Month and Note fields may be used to track a patient s anniversary date Page 34 ADD or CHANGE PATIENTS Test Orders Location Main Menu Patient Entry MedRight Nursing Home Scheduling Version 4 03 02 Patient Information Last Name First Patient Ful Every Test Code Test Name Start Date End Date Term Unit On 0 Ww SUN 510 0 01 02 2005 07 02 2005 f 1 Ww SUN PT CBC COMPLETE 01 02 2005 07 02 2005 1 sun Add or EZAdd click button Edit Reinstate or Delete click on order then button Add EZAdd Edit Reinstate Delete picea Test Code Full Term Tea code Start End fi Order 7 pee eee il i i ICD9 Every 0
19. age 81 Notes Copy MASTER ICD9 Check this box to replace the home care scheduling system s master ICD9 information with this system s information Location of Home Care Enter the path of the folder containing Database the MedRight Home Care system database This function completely replaces the selected information in the MedRight Home Care Scheduling database with that from the MedRight Nursing Home Scheduling database Page 82 SYSTEM PROBLEM NOTE At what date amp time did the problem occur What menu option was being performed What was the problem Be Specific What error messages appeared on the screen or printer Was a specific client patient or test affected Which one s What did you do to resolve the problem SCHEDULING SYSTEM BACKUP LOG Date amp Time By Whom Backup Set Type Partial Partial Partial Partial Partial Partial Partial Partial Partial Partial Partial Partial Partial Partial Full Full Full Full Full Full Full Full Full Full Full Full Full Full Notes NOTE To provide added protection a backup should be removed from the laboratory at least once per week MedRight Scheduling License Agreement MedRight is licensed to you for your personal use You may use it on any single computer or a single local area network of computers You may transfer the software to another computer or local area netw
20. atients are to be printed choose Selected Patients and highlight one or more desired patients All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Only Include Queued Choose Y to include only patients Patients which have been added to the requisition que Number of requisitions Choose the desired number of per Patient requisitions for each patient Page 61 Print Reorder Form After convenient reorder form may be Requisition Number inserted automatically into the stack of requisitions for the patient If desired indicate the number of the requisition after which the form is to be printed Notes Page 62 PATIENT INSURANCE REPORT Location Main Menu Insurance Report MedRight Nursing Home Scheduling Yersion 4 01 04 MedRight Main Menu Patient Entry Prompts All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Notes Page 63 PATIENT REMINDER LIST Location Main Menu Reminder List MedRight Nursing Home Scheduling Yersion 4 01 04 MedRight Main Menu Patient Entry Prompts Sort By Choose the desired sort order Patient Reminder Month Choose the month for which patients should be included All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight
21. care If a patient is covered by a Medicare Prospective Payment system the PPS dates are printed along with the Medicare When a substitute date is printed only the requisitions are affected The patient s test order will still show the original draw date Page 51 Location Prompts REQUISITION SUMMARY Main Menu Requisition Summary Patient Enti All or Selected Patients All or Selected Clients Include Test Orders for Dates On Reqs for Print This Date Instead If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Enter the first and last dates for which orders are to be printed To print a substitute date for a specific date enter the date to be changed and the substitute date This allows requisitions which fall on a holiday to be Page 52 Notes Only Orders With Draw Date Override Only Reminder Call Tests Include Comments Sort By Print Area for 1 Time and Stat Orders Print Summary Counts printed with the substitute draw date instead Choose Y to only include only orders which override the normal draw days for the client Choose Y to include only orders for tests where a reminder call has been specified in the master test setup
22. cks and schedules each patient s laboratory tests Printed test requisition forms and a variety of reports can be generated to assist the laboratory and nursing home staff in providing superior patient care Incorporating one of the industry s most sophisticated and efficient scheduling algorithms this unique system can precisely match any testing pattern regardless of complexity In addition the system minimizes special phlebotomy trips by scheduling tests whenever possible on normal phlebotomy days The results are a streamlined laboratory operation increased revenues and minimized costs Used properly the MedRight Nursing Home Scheduling System significantly improves the quality of patient care minimizes patient discomfort enhances quality assurance programs and builds a successful and mutually beneficial relationship between the laboratory and nursing home Page 2 GETTING STARTED First familiarize yourself with the basic capabilities of the MedRight Nursing Home Scheduling System by reading through this manual In order to realize the maximum benefit from this powerful system analyze the current manual operation and identify all of the tasks currently being performed by the staff With MedRight some of these tasks may no longer be necessary others may require major changes while some will stay the same Try redesigning the operation from the ground up drawing on the features and flexibility offered by the system Lik
23. client enter all part of the client s name or number then press FIND Scroll through clients by pressing the PREV and NEXT buttons If the last FIND was performed on a client name PREV and NEXT scroll alphabetically otherwise the scroll is by client number Click ADD to add a new client Prompts Client Enter the 10 character client number Client Name Enter the client name up to 40 characters Address Enter the first line of the client s address up to 30 characters Address Enter the second line of the client s address up to 30 characters Page 11 Telephone Fax Comment Print Billing Codes On Barcode Reqs Allow Division Valid Entries Allow Floor Wing Valid Entries Allow Draws on Customized Requisition Tests Enter the telephone number Enter the fax number Enter a client comment up to 60 characters Enter Y to print billing test codes entered on the Preferences Screen on Scheduled and Patient Client Requisitions for this client Enter Y to print barcoded patient information on requisitions for this client Contact Software Inventors for more information Choose Y if a patient may have a Division entry made R if an entry is required for a patient or N if no entry is allowed If entered only phrases matching those entered will be allowed for a Division on the patient maintenance screen Enter valid phrases up to 5 characters each separated by a
24. dRight database Deactivate user codes Choose the number of days after which an unused user code is denied entry to MedRight Leave blank if no limit is to be enforced Require passwords to Choose the number of days after which a user must change their password Leave blank if password changes are not to be enforced Settings are saved automatically when the EXIT button is pressed Page 28 PATIENT amp TEST ORDER ENTRY The MedRight Nursing Home Scheduling System stores demographic ex name birth date billing insurance and test order information on patients Since all of a patient s information may not be available to the laboratory at the same time billing and test order information may be entered separately from the demographic information To set up a patient the following must be known Patient Number typically Social Security Number Patient Name Gender Attending Physician Take caution to avoid entering the same patient under 2 different patient numbers This can easily occur if the nursing home is prone to mix ups and sends 2 copies of the patient s paperwork to the laboratory MedRight s exclusive SmartCheck technology can notify you of patients with similar names birth date and gender Test orders should be entered exactly as indicated by the client There is no need to translate orders such as changing a monthly CBC to every 4 weeks MedRight is flexible enough to handle any type of or
25. der requested by the patient s physician and should be entered as indicated to maintain a clean audit trail The MedRight Nursing Home Scheduling System can produce reports covering any period of time in the past or future The ability to produce historical reports can be valuable to nursing homes as a means of monitoring their in house quality assurance risk management activities Historical reporting is not possible if patient test orders are deleted from the computer when the order is discontinued by the physician Therefore if historical reporting is to be offered do not delete test orders for patients Rather indicate the appropriate End Date for the test order Likewise if the schedule frequency of a test order is changed do not change the frequency within the system Place an End Date on the old order and enter a new one with the new frequency In this way the MedRight Nursing Home Scheduling System always knows the past test order pattern for the patient and can produce accurate historical reports for the clients Page 29 ADD or CHANGE PATIENTS Billing and Demographic Information Location Main Menu Patient Entry Print f Req fi Prev Find Edit Add Save Delete Next Test Orders To locate a specific patient enter all or part of the patient s name or code then press FIND Scroll through patients by pressing the PREV and NEXT buttons If the last FIND was performed on a pati
26. e any new tool simply shoe horning this system into the existing operation will be a frustrating experience with no real payoff Review the various reports available to the clients and identify their best use for your marketplace Develop report generation schedules which meet the client s needs but do not needlessly burden the laboratory staff Remember that inundating clients with paper or setting unrealistic performance requirements on the laboratory staff defeats the purpose of the system and frustrates all involved If possible reports should be generated in a batch mode for all clients This will tremendously simplify the laboratory operations but requires standardized reporting schedules for clients Review the system s capabilities and the laboratory s operations with the sales and customer service staff Agree on areas where services may be tailored for clients and under what circumstances such tailored services will be offered Also identify areas where deviation from standard procedures will result in unacceptable laboratory workloads and costs Page 3 OPERATIONAL OVERVIEW The MedRight Nursing Home Scheduling System is a network ready multi user system allowing multiple workstations to maintain data or generate reports simultaneously No processing occurs except under the control of the user and all patient data is directly maintainable at any time Functions which require heavy user interaction such as patient ent
27. e date on which the comment is to appear on the patient s requisition Add or Replace Choose A if this comment is to appear on the patient requisition along with the Page 40 Notes comment entered with the patient demographic information Choose R if this comment is to appear instead of the comment entered with the patient demographic information Comment Enter the comment phrase up to 60 characters This feature allows the generic patient comment appearing on the patient demographic screen to be replaced or enhanced on the specified date Date specific comments only appear on scheduled test requisitions Ensure that the date entered is an actual test date for the patient MedRight does not check to ensure that a requisition is scheduled to be printed for this date The Show Draw Schedule button displays a list of scheduled draw dates for the patient The date range displayed covers the previous 2 months and future 6 months Enter the Every and Unit to correspond EXACTLY to the physician orders Do not interpret the orders since this destroys the audit trail and places the laboratory and client at risk Only 1 date specific comment may be entered for a specific date Page 41 DELETE OUTDATED TEST ORDERS Location Main Menu Delete Old Orders MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Reports Other Prompts All or Selected Clients
28. enance It is recommended that each staff member have a unique user code and that the passwords for the ADMIN and ALL codes be changed With the exception of the password and user name the ADMIN user code may not be modified IT IS STRONGLY RECOMMEND THAT THE PASSWORDS SHIPPED WITH THE SYSTEM BE MODIFIED TO PREVENT UNAUTHORIZED ACCESS TO THE SYSTEM Page 23 ENTER or CHANGE FORM SPECIFICATIONS Location Main Menu Setup Menu Set Preferences MedRight Nursing Home Scheduling Version 4 03 02 System Preferences IH z Prompts Requisition Format Enter the number of the desired format Print Waiver Choose Y to automatically print the Medicare Beneficiary Waiver on Medicare patient requisitions Barcode Patient If enabled on your license choose Y to print a barcode on the requisition Requisition Summary F Enter the number of the desired format Test Summary Format Enter the number of the desired format Expiring Test Order Enter 1 for the report format 2 for the letter format Page 24 Notes Letter Salutation Enter the phrase to be used at the start of Expiring test order letters Patient Setup Sheets Enter the number of the desired format We recommend that you print samples of the various report formats and sort orders to determine the most appropriate option for your clients Settings are saved automatically when the EXIT button is pressed Page 25 ENTER
29. ent name PREV and NEXT scroll alphabetically otherwise the scroll is by patient code Click ADD to add a new patient Click DELETE to remove a patient from the system Prompts Last Name Enter the patient s last name up to 20 characters First Name Enter the patient s first name up to 15 characters Patient Enter the 9 digit number assigned to this patient Typically the patient s Social Security Number is used Page 30 Client SSH Gender Birth Date Physician Copy to Doctor Copy to Address Division Wing Floor Room Reminder Month Reminder Note An optional 10th character may be entered in those rare cases where multiple patients share a common Social Security Number Enter the 10 character client number Enter the patient s Social Security Number if not used as the Patient Enter F for female or M for male Enter the patient s date of birth If earlier than 1900 enter the 4 digit year ie 1892 Enter the patient s physician name up to 30 characters Enter any physician who is also to receive copies of the patient s test results Up to 30 characters Enter the address of the Copy To physician using 2 lines up to 30 characters per line If the nursing home is organized into divisions and or wings enter them here for the patient Otherwise leave blank Enter the floor on which the patient is found Enter the patient s room number Enter the number correspond
30. eport or letter For example an order for a monthly test being started on Monday 1 31 2005 and running for 6 months might be entered as Start End q 1 31 05 1 31 05 1T Since 1 31 2005 is the 5 Monday of January a monthly order cannot be started 2 28 05 6 27 05 1M Since neither order s start and end span a full 6 months assuming a 6 month reorder requirement is specified in the compliance options MedRight would not include it in the expiring test order letter to the physician Checking the Full Term Order box for the 2 28 05 6 27 05 order would signal MedRight to include the order regardless of its start and end dates MedRight automatically maintains an audit trail of changes made to a patient s test orders The audit trail may be displayed or printed from the Setup Menu Page 39 ADD or CHANGE PATIENTS Date Specific Comments Location Main Menu Patient Entry MedRight Nursing Home Scheduling Version 4 01 04 Patient Information To locate a specific patient enter all or part of the patient s name or code then press FIND Scroll through patients by pressing the PREV and NEXT buttons If the last FIND was performed on a patient name PREV and NEXT scroll alphabetically otherwise the scroll is by patient code To add a new date specific comment click ADD To edit or delete a specific comment click on the comment in the displayed list then click the desired action EDIT DELETE Prompts Date Enter th
31. fects in materials and workmanship for a period of forty five 45 days from the date of delivery to you as evidenced by a copy of your sales receipt or lease agreement EXCEPT FOR THE LIMITED WARRANTY SET FORTH ABOVE THE SOFTWARE AND ANY ACCOMPANYING DATA IS PROVIDED AS IS SOFTWARE INVENTORS LTD MAKES NO OTHER WARRANTY EXPRESS OR IMPLIED WITH RESPECT TO THE SOFTWARE AND SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE SOFTWARE INVENTORS LTD DOES NOT WARRANT THAT THE SOFTWARE WILL MEET YOUR REQUIREMENTS OR THAT THE OPERATION OF THE PROGRAM WILL BE UNINTERRUPTED OR ERROR FREE FURTHER SOFTWARE INVENTORS LTD MAKES NO WARRANTY EXPRESS OR IMPLIED WITH RESPECT TO ANY DATA PROVIDED FOR USE WITH THE PROGRAM YOU ARE SOLELY RESPONSIBLE FOR THE SELECTION OF THE SOFTWARE AND MAINTENANCE OF THE DATA TO ACHIEVE YOUR INTENDED RESULTS AND FOR THE RESULTS ACTUALLY OBTAINED Some states do not allow the exclusion or limitation of implied warranties so the above exclusions and limitations may not apply to you This warranty gives you specific rights and you may also have other rights which vary from state to state In the event the software fails to meet Software Inventors Ltd s limited warranty Software Inventors Ltd s entire liability and your exclusive remedies shall be A The replacement of any software not meeting Software Inventors Ltd s limited warranty which is returned to Software Invento
32. h the clients and tests Choose the desired entry by pressing EDIT Personal Reminders The MedRight Nursing Home Scheduling System provides the ability to record various dates and related notes of which you would like to be reminded Each time the MedRight main menu is activated your Personal Reminders personal reminder list is checked and an alarm displayed if any items are due or overdue Page 8 SETTING UP THE SYSTEM Prior to entering any patient information into The MedRight Nursing Home Scheduling System the following items must be set up in the system s master files Client File Enter each client s account number name and address Optionally two telephone numbers a fax number and up to 26 customized test codes may be entered No patient may be entered into the system for a client who does not appear in this file MedRight Nursing Home Scheduling Version 4 03 02 MedRight Setup Menu Master File Entry Security Other Physician Entry View Test Order Audits Extract Client Test Entry Purge Old Audits Merge Client Medical Necessity Table SetPreferences ICD9 Codes Test File Enter the various laboratory tests Required information includes the test code and name In addition fasting information and a note may be entered If desired tests may be grouped so that multiple requisitions are printed for the patient This feature allows tests such as 4pm Glucose Page 9 to appear on requisit
33. ific CPT4 code enter all or of the code then press FIND Scroll through codes by pressing the PREV and NEXT buttons Click ADD to add a new CPT4 code To add a new ICD9 for a CPT4 click ADD To edit or delete an ICD9 code click on the ICD9 code in the displayed list then click the desired action EDIT or DELETE Prompts ICD9 Enter the ICD9 code which is to be considered valid for the CPT4 code Notes While MedRight s included medical necessity table is common to many regions we recommend that you review these entries to ensure that they are accurate and complete for your situation Page 18 Refer to Update Home Care to update a MedRight Home Care Scheduling system with this systems medical necessity information Page 19 UPDATE VALID ICD9 CODES Location Main Menu Setup Menu ICD9 Codes MedRight Nursing Home Scheduling Yersion 4 01 04 Cl SCREEN FOR CONDITION NOS To locate a specific ICD9 code enter all or part of the ICD9 phrase or code then press FIND Scroll through ICD9 codes by pressing the PREV and NEXT buttons If the last FIND was performed on an ICD9 phrase PREV and NEXT scroll alphabetically otherwise the scroll is by ICD9 code Click ADD to add a new ICD9 code Prompts ICD9 Code Enter the ICD9 code ICD9 Phrase Enter the ICD9 phrase up to 36 characters Notes When changing the ICD9 code associated with a phrase MedRight will NOT automatically update the medical nece
34. ing Version 4 03 02 MedRight Setup Menu Master File Entry Security Other Physician Entry Mad Extract Client Test Entry Du Nw RATE Merge Client Medical Necessity Ta D Set Preferences ICD9 Codes Delete audit records for dates prior to Prompts Delete audit records for Enter the test order change date to be dates prior to used in identifying test order audit records considered outdated Notes Once deleted audit records cannot be recovered Ensure that the correct Date entered IT IS STRONGLY RECOMMENDED THAT A BACKUP OF THE SYSTEM BE MADE PRIOR TO DELETING OLD TEST ORDER AUDIT RECORDS Page 45 RELEASE LOCKED PATIENT Location Main Menu Setup Menu Release Locked Patient MedRight Home Care Scheduling Version 4 04 09 MedRight Setup Menu Master File Entry Security Other Physician Entry ioni n 1 4 Medical Necessity T ICD9 Codes IV Show i Update Nursing Ha Release Lock Prompts Patient Select the patient to be released Notes When a user edits a patient record the system automatically lock the patient to prevent other users from accessing the patient The lock is automatically released when the updated patient information is saved In rare situations a patient s lock may not be released This is generally due to power failures hardware issues or if the Windows security settings automatically log a user out of the system for non use This function is used to manuall
35. ing to the month for which a reminder should be printed Ex 1 January Enter a reminder note up to 30 characters Page 31 Lab Comments Enter phlebotomy notes up to 75 characters These appear on patient requisitions Report Comments Enter notes up to 75 characters to be printed on the laboratory results report Add to Requisition Que When printing patient unscheduled requisition an option exists to include only queued patients Check to include this patient in the que Add to Label Que When printing patient labels an option exists to include only queued patients Check to include this patient in the que MedRight Nursing Home Scheduling Version 4 03 02 Patient Information Medicare Enter the patient s Medicare Id number up to 14 characters UPIN Enter the attending physician s UPIN number up to 6 characters Page 32 Notes PPS Start Date PPS End Date Medicaid Private Policy Group Category NPI Phys ID Relation Insured Name Last Insured Name First Enter the first date on which the patient is covered by a Medicare Prospective Payment system Enter the last date on which the patient is covered by a Medicare Prospective Payment system Enter the patient s Medicaid Id number up to 20 characters Enter the name and or address of the patient s private insurance company Up to 20 characters may be entered in the first field up to 60 in the second
36. ions separate from other tests being performed for the patient Physician List This optional entry allows the creation of a master list of physicians along with other information which can be displayed during patient entry and maintenance Medical Necessity Table amp ICD9 Lists This table is used to determine the medical necessity of test orders for Medicare patients Approximately 150 000 entries are contained on the MedRight installation CD While MedRight s included medical necessity table is common to many regions we recommend that you review these entries to ensure that they are accurate and complete for your situation User Access Create individual user codes and passwords to limit access to the system s features Preferences Form Specs Enter the type of requisition requisition summary label and testing summary format and sort order Draw Fees Enter the draw and trip fees to be printed on each requisition Compliance Settings Enter the Medicare compliance settings to be used by the system when validating test orders Laboratory Telephone Number Enter the desired telephone number for client calls Page 10 ADD or CHANGE CLIENTS Location Main Menu Setup Menu Client Entry Prev i Find Edit Add Save Delete fi Quit Next seers Customized Requisition Tests To locate a specific
37. nd effect simple repairs Purge Client Allows all of the patients for a client to be purged from the database in one easy step Extract Client For the specified client copies the patient demographic billing test order and date specific comment information entered into MedRight to a series of files for transfer to another computer s MedRight Nursing Home Scheduling System Merge Client Allows patient information which was extracted from another MedRight Nursing Home Scheduling System to be transferred into the patient database Update Home Care System Provides a convenient means to replace the physician test medical necessity and or ICD9 information in a MedRight Home Care Scheduling system with the information contained in this system Page 72 ADD or CHANGE PERSONAL REMINDERS Location Main Menu Personal Reminders MedRight Nursing Home Scheduling Version 4 01 04 Personal Reminders rey i Faria Edit Save HERH REVIEW SYSTEM S CAPABILITIES WITH SPRINGVILLE NURSING Saven To add a new reminder click ADD To edit or delete a reminder click on the reminder in the displayed list then click the desired action EDIT DELETE Prompts Date Enter the date you wish to be reminded Note Enter key notes tasks etc related to the date Notes Page 73 CHANGE USER ACCESS PASSWORD Location Main Menu Change Password MedRight Nu
38. ng Started Operational Overview Using the System Personal Reminders Setup Functions Client File Physician File Test File Medical Necessity Table ICD9 File Configuration Information Patient Functions Patient Entry Test Order Entry Date Specific Comment Entry Purging Outdated Test Order Date Specific Comment and Audit Records Reports Scheduled Test Requisitions Unscheduled Test Requisitions Patient Reminder List Testing Summary Expiring Test Orders Requisition Summary Patient Setup Patient Labels Master File Lists Test Order Audit Other Features Personal Reminders Copy Master Files to MedRight Home Care Scheduling systems Database Maintenance Error Handling 1 INTRODUCTION The MedRight Nursing Home Care Scheduling System version 4 0 is the most advanced MedRight patient scheduling system created to date Complete with Medicare compliance features and our exclusive SmartCheck technology version 4 0 provides unparalleled ease of use and reliability Designed to provide the laboratory with a marketing and operational advantage in the nursing home marketplace the system is a proven patient management system which allows the laboratory s and nursing home s professional staff to spend more time caring for patients by relieving them of tedious and error prone paperwork MedRight provides the ability to record patient demographic billing and test order information Once entered the system accurately tra
39. onth of patients along with a reminder note Patient Setup Sheet A single page report for each patient showing the demographic and test order information This report is particularly useful when reviewing patient entries for accuracy In addition by printing this report for only patients whose information has been updated this report serves as a convenient method of confirming patient changes with the client Patient Labels Patient labels for use on generic client requisitions or specimen collection tubes Patient Requisitions Plain paper requisitions which contain the patient s demographic and billing information No scheduled test orders are shown however the client s customized tests appear The requisitions Page 48 are designed to facilitate the ordering of stat and one time tests by the client Client Requisitions Plain paper requisitions which contain the client s name address and customized tests The requisitions are designed to facilitate the ordering of stat and one time tests by the client Insurance Report Prints a list of patients and their insurance information for a single client or multiple clients Patient List Provides a list of patients for a single client or all clients This report can be used to identify patients with a specific test code ordered a specific physician or insurance entries Client List A list of all clients in the system Test List A list of all tests in the system
40. ork at a later time provided that you transfer all of the software s components to the new computer or local area network and remove all components from the original computer or local area network You may not alter attempt to alter or allow the alteration of any software contained within MedRight without Software Inventors Ltd express written consent MedRight software is not copy protected but you may make copies of it only as provided in this agreement You are permitted to make one 1 working copy of the software solely for archival or backup purposes You may transfer the software on a permanent basis and license it to another party if the third party agrees to accept the terms and conditions of this agreement If you transfer the software you must at the same time either transfer all copies of the software regardless of form to the same party or destroy any copies not transferred This license shall be effective from the date you open the protective envelope containing the software diskettes and remain in effect for as long as you make lease payments at the then current rate as determined by Software Inventors Ltd subject to the conditions of this agreement You may terminate this license at any time by destroying all copies of the software in any form Your license terminates automatically if you fail to comply with the terms or conditions of this agreement The media on which the software is furnished is warranted to be free from de
41. questions Starting MedRight Following installation locate the MedRight program group in the Start Menu and choose the Nursing Home Scheduling system If the program group does not appear MedRight may be started via Windows Explorer by executing the NHS40 EXE file located in the WedRight folder When the introductory MedRight screen appears you will be asked to enter a username and password Use the User Code amp Password which was included with your shipment for this initial entry into the system IT IS STRONGLY RECOMMEND THAT THE PASSWORD SHIPPED WITH THE SYSTEM BE MODIFIED TO PREVENT UNAUTHORIZED ACCESS TO THE SYSTEM Page 5 The system s Main Menu screen will now be displayed and you re off amp running MedRight Nursing Home Scheduling Version 4 93 92 Exiting MedRight To exit MedRight always choose the Exit option of MedRight s Main Menu Finding Patients It is not necessary to know the correct or complete spelling of an individual s name in order to locate them Type at least one letter at the Last Name prompt and click FIND MedRight will then display the first alphabetical match Use the PREV and NEXT buttons to move alphabetically forward and backward through the patients Choose the desired individual by clicking EDIT Page 6 MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Entry ODON Other Alternately patients may be located via their patient n
42. rs Ltd B If Software Inventors Ltd cannot or will not replace the software you may terminate the License Agreement by returning the software and all copies in any form to Software Inventors Ltd In the case of purchased software your purchase price will be refunded In the case of leased software a pro rated refund reflecting the unused portion of the lease will be issued Under no circumstances and notwithstanding any failure of the essential purpose of any limited remedy provided for herein shall Software Inventors Ltd be liable to you for any damages claims or losses whatsoever including but not limited to claims for lost profits lost savings or other special incidental or consequential damages arising out of the use or inability to use the program regardless of the circumstance EXCEPT AS EXPRESSLY PROVIDED FOR IN THE LICENSE AGREEMENT YOU MAY NOT USE COPY MODIFY REPRODUCE TRANSFER OR DISTRIBUTE THE PROGRAMS IN WHOLE OR IN PART WITHOUT FIRST OBTAINING SOFTWARE INVENTORS LTD S WRITTEN PERMISSION This agreement will be governed by the laws of the State of New York County of Erie and all disputes court filings appearances and trials shall occur within the State of New York County of Erie Software Inventors Ltd P O Box 551 Springville NY 14141 716 592 2397 Copyright 1993 2003 by Software Inventors Ltd
43. rsing Home Scheduling Version 4 01 04 MedRight Main Menu Prompts New Password Enter a 3 6 character password consisting of any characters on the keyboard Note that alphabetic characters are not case sensitive and automatically converted to upper case Repeat Password Enter the new password again This password must match that entered above Notes A message is displayed indicating whether the password was updated Page 74 FIX DATABASES Location Main Menu Fix Databases Prompts Notes Fixing the databases can never harm the database and can be performed as desired without danger This option will also repair a variety of database problems Page 75 PURGE ALL PATIENT INFORMATION FOR A CLIENT Location Main Menu Setup Menu Purge Client MedRight Nursing Home Scheduling Version 4 01 04 MedRight Setup Menu Master File Entry Security Prompts Client Select the desired client from the list Notes This option purges ALL patient information for the selected client For added protection first create a copy of the patient information using the Extract Client option Purged information cannot be recovered IT IS STRONGLY RECOMMENDED THAT A BACKUP OF THE SYSTEM BE MADE PRIOR TO MERGING PATIENT INFORMATION Page 76 EXTRACT ALL PATIENT INFORMATION FOR A CLIENT Location Main Menu Setup Menu Extract Client MedRight Nursing Home Scheduling Version 4 02 06 Med
44. ry are designed to provide fast response time Likewise complex and high volume functions such as requisition generation can be performed in a batch mode This design approach frees laboratory personnel to attend to other tasks while the computer runs unattended All of MedRight s functions are grouped by category onto 2 easy to use menus Commonly used functions appear on the main menu with system configuration functions on a secondary menu Choosing a menu option is as simple as clicking on a menu button The system s exclusive SmartCheck technology constantly monitors data entry functions ensuring that information is reasonable Convenient on screen prompts and help messages step the user through operating the functions with a minimum of training Page 4 USING THE SYSTEM Installing MedRight MedRight version 4 0 requires the following minimum system specifications Pentium processor 128mb RAM 20mb Hard Disk space CD ROM Microsoft Windows 98 NT ME 2000 or XP To install MedRight on your computer follow these easy steps At any time should you encounter any problems or have questions feel free to contact us at 716 592 2397 We will be pleased to walk you through the installation process 1 Insert the MedRight installation CD 2 If the Setup program does not start automatically Click on START then RUN Enter the command x SETUP x is the CD drive 3 Choose the default answers to the installation
45. ssity table with the new code Medical necessity tables updates must be performed for each CPT4 affected by the ICD9 code Page 20 Refer to Update Home Care to update a MedRight Home Care Scheduling system with this system s ICD9 information Page 21 ADD A NEW USER CODE Location Main Menu Setup Menu User Access MedRight Nursing Home Scheduling Version 4 03 02 Iser Acre JSel PCi cess Information Prev Find Save Delete To locate a specific usercode enter all or part of the code then press FIND Scroll through users by pressing the PREV and NEXT buttons Click ADD to add a new usercode Prompts User Code Enter the 3 6 character code consisting of any characters on the keyboard User Name Enter the user name up to 15 characters Password Enter a 3 6 character password consisting of any characters on the keyboard Note that alphabetic characters are not case sensitive and automatically converted to upper case Page 22 Notes Allow Choose either Y or N if the user code is to be allowed to perform functions indicated by each of the categories listed Patient Maintenance Report Generation Deletion of Outdated Orders amp Comments Setup Menu Access Client Doctor Maintenance Test Maintenance CPT4 ICD9 Maintenance User Code Maintenance Extract Merge Purge User Code Maintenance Update Home Care System System Preference Maint
46. t Entry Prompts Sort By Choose desired sort order All or Selected If only specific 4 1 095 are to be CPTA ICD9 printed choose Selected CPTA ICD9 and highlight one or more desired entries Notes Page 70 TEST ORDER AUDIT REPORT Location Main Menu Setup Menu View Test Order Audits MedRight Nursing Home Scheduling Version 4 03 02 MedRight Setup Menu Master File Entry Security Client Entry i Purge Client Physician Entry i i Extract Client Test Entry ES m Merge Client Medical Necessity T Set Preferences ICD9 Codes Update Home Prompts All or Selected Patients If only specific patients are to be printed choose Selected Patients and highlight one or more desired patients Include audit records Enter the dates to be used in identifying for dates audit records to be included on the report Notes Page 71 UTILITIES The MedRight Nursing Home Scheduling System contains useful utilities to facilitate your personal time management In addition a facility is provided to assist in repairing damaged databases Personal Reminders Allows the entry of a list of important dates and their related notes MedRight checks this information whenever started to ensure that important dates aren t forgotten Change Password Allows user access password to be modified Fix Databases Causes the MedRight Nursing Home Scheduling System to review the information in its databases a
47. the extracted patients the existing patients for the client See warning note below Choose R to delete the existing patients for the client and replace them with the patients contained in the previously extracted files Page 79 Notes If the Add option is selected it is possible for a patient to appear in the database more than 1 time as the previously extracted information is simply appended to the existing database This may result in patient maintenance problems or database corruption If this option is selected ensure that none of the patient numbers contained in the previously extracted files also exist in the current database IT IS STRONGLY RECOMMENDED THAT A BACKUP OF THE SYSTEM BE MADE PRIOR TO MERGING PATIENT INFORMATION Page 80 UPDATE MedRight Home Care Scheduling MASTER FILES Location Main Menu Setup Menu MedRight Nursing Home Scheduling Version 4 01 04 Update Home Care MedRight Setup Menu Master File Entry Security Other oe Prompts Copy MASTER TEST Copy MASTER PHYS Copy MEDICAL NEC Check this box to replace the home care scheduling system s master test information with this system s information Check this box to replace the home care scheduling system s master physician information with this system s information Check this box to replace the home care scheduling system s medical necessity table with this system s information P
48. umber Either the full number or a portion of the number may be entered MedRight will then display the first patient found which matches the entry Use the PREV and NEXT buttons to move numerically forward and backward through the patients For example to find Robert Smith any of the following methods may be used 1 Enter S at the last name prompt MedRight will display the name of the first individual found in the database whose last name begins with S Use the down arrow key to find Robert Smith 2 Enter SMI at the last name prompt MedRight will display the name of the first individual found in the database whose last name begins with SMI Use the up amp down arrow key to find Robert Smith 3 Enter S MITH at the last name prompt MedRight will display the name of the first SMITH found in the database Use the up amp down arrow key to find Robert 4 Enter SMITH at the last name prompt and ROBERT at the first name prompt MedRight will display the name of the first ROBERT SMITH found in the database Page 7 5 Enter Robert Smith s patient number at the Patient prompt Finding Clients and Tests When changing client and test information it is not necessary to know the complete client number or test code Enter at least one letter of the number or code and press FIND MedRight will then display the closest match on the screen Use the PREV and NEXT buttons to scroll forward and backward throug
49. y release the lock Page 46 THIS FUNCTION SHOULD BE USED RARELY TO AVOID ACCIDENTAL LOSS OF THE PATIENT S INFORMATION ENSURE THAT THE PATIENT IS NOT ACTUALLY BEING UPDATED BY A USER PRIOR TO RELEASING THE LOCK Page 47 REPORTS The MedRight Nursing Home Scheduling System produces a variety of useful operational reports for both the nursing home and laboratory Scheduled Test Requisitions A plain paper requisition form identifying the tests to be drawn on a specific patient Requisitions are sorted by patient name within Division Wing and Floor allowing for easy distribution to nursing stations Requisition Summary Report A concise report showing all patients and test orders for a specified day or range of dates Designed as a companion report for patient requisitions Optionally space can be provided at the bottom of each page for last minute physician orders This report can also serve as the phlebotomy draw log by having the phlebotomist initial draws performed Testing Summary Report A concise report showing each patient s test and scheduled draw dates arranged chronologically by patient Expiring Test Orders Report An invaluable report showing all patient with test orders due to expire within a specified range of dates Also available in a letter format Patient Reminder List Provides a list of patients whose reminder month matches that requested This report can be used to identify the anniversary m
50. y specific patients are to be printed choose Selected Patients and highlight one or more desired patients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Choose Y to include only patients which have been added to the label que Choose the desired number of labels for each patient MedRight uses a label format compatible with the Avery 5160 Page 59 CLIENT REQUISITIONS One Time and Stat Tests Location Main Menu Client Test Reqs MedRight Nursing Home Scheduling Version 4 02 06 MedRight Main Menu Patient Entry Qm Reports TE rM Purge Old Order Purge Old Comme Prompts All or Selected Clients If only specific clients are to be printed choose Selected Clients and highlight one or more desired clients Number of requisitions Choose the desired number of per Client requisitions for each client Print Reorder Form After convenient reorder form may be Requisition Number inserted automatically into the stack of requisitions for the client If desired indicate the number of the requisition after which the form is to be printed Notes Page 60 PATIENT REQUISITIONS One Time and Stat Tests Location Main Menu Patient Test Reqs MedRight Nursing Home Scheduling Version 4 01 04 MedRight Main Menu Patient Ent Prompts All or Selected Patients If only specific p
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